Give your executor a clear roadmap.
A simple guide with instructions, contacts, and steps to follow.
What It Does
A comprehensive guide to help your executor navigate their responsibilities
Lists your key accounts, documents, and contacts
Organize all essential information in one comprehensive reference guide.
Provides first steps for your executor
Clear instructions on what to do immediately after your passing.
Reduces stress and confusion
Give your executor confidence with a clear roadmap to follow.
How It Works
Five simple steps to create your executor's roadmap
Choose Your Format
Use the forms fillable online, then print or download; or download a fillable PDF/Word version to complete later.
Complete Your Details
Add the information, wishes, or instructions specific to each tool.
Save & Store Securely
Keep copies at home in a secure location, with family or loved ones, and/or with your lawyer.
Your Privacy First
We never keep or store your completed forms or the information you fill out — you remain in full possession of your documents.
Stay Current
You'll receive periodic email reminders prompting you to review and update your documents.
How It Helps You
Give your executor everything they need to act quickly and confidently
Timesaving
Executors save months of searching.
Organized
All key details in one document.
Supportive
Loved ones know what to do immediately.
Explore Other Tools
Complete your planning with our other essential tools